Gattuso/Simon/O'Connor Team at Morgan Stanley

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Gattuso/Simon/O'Connor Team

OUR MISSION STATEMENT

Excellence in family wealth planning for your family’s unique goals

Our Story and Services

We are The Gattuso/Simon/O'Connor Team, a team of five Financial Advisors and three administrative professionals at Morgan Stanley. With over 60 years of combined experience in the business and financial services industry, our clients include individuals and families of Fortune 500 executives, business owners, and high net worth professionals. We take pride in the talent and skill we offer our clients. Our team has a distinguished record of education and training.

For our clients this means we offer a broad array of analytical, investment, and financial planning capabilities in one financial advising group. It’s this diverse offering that sets us apart from other advisors, and helps us create the best possible financial plans for our clients. In terms of process, we work closely with our clients to help them articulate their unique goals for themselves, their businesses, and their families. With these objectives as our blueprint, we carefully build an investment portfolio, emphasizing diversification, risk tolerance, and tax mitigation in an evolving marketplace. We anchor our financial plans with exemplary client service. We understand that questions and concerns sometimes come up outside of the nine-to-five day, that’s why we are always here for our clients, even beyond the traditional workday.

We are honored by the trust our clients have placed in us. At The Gattuso/Simon/O'Connor Team, we make our clients’ priorities our own —their success is our success. This has been our mission throughout our careers, and we look forward to helping you and your family reach your dreams —for today and for your future.

Services Include

  • Sustainable Investing
  • Wealth Management
  • Alternative Investments
  • Financial Planning
  • Retirement Planning
  • Cash Management
  • Estate Planning Strategies
  • Executive Financial Services
  • Municipal Bonds
  • Planning for Education Funding
  • Professional Portfolio Management
  • Stock Option Plans


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Location

Location

  • 111 S Pfingsten Rd, Ste 200
  • Deerfield, IL 60015


    Meet Gattuso/Simon/O'Connor Team

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Mosaic

    Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.

    Ready to start a conversation? Contact Gattuso/Simon/O'Connor Team today.

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